crm-cleanup

Dead deals, duplicated contacts, and empty fields pile up for months, and one day no decision can be made based on such a CRM. The skill finds stalled items, duplicates, and gaps in the data, shows everything as a list, and fixes only what you approved — without deletions or auto-merges.

Run a hygiene pass ~~crm through the skill's cleanup workflow crm-maintenance. Act immediately — the owner has entered /crm-cleanup, so skip the intent determination step.

Parse the arguments:

• --scope (default: all) — deals deal audit only, contacts contact dedup only, all both

Step 1 — Scan for stalled deals

If the scope includes deals:

1. Pull all open deals from ~~crm.
2. Flag deals with no activity (email, call, meeting, note) in the last 14 days.
3. For each stalled deal, show: deal name, stage, last activity date, associated contacts, and amount in ₽.
4. Suggest actions for the deal: update the next step, change the stage, add a note, or close as lost.

Show the full list of stalled deals before making changes.

Step 2 — Scan for duplicate contacts

If the scope includes contacts:

1. Find in contacts ~~crm probable duplicates (same email/phone, similar names, same company + similar name).
2. For each duplicate pair, show both records side by side — name, email/phone, company, deals, last activity.
3. Suggest which record to keep and which fields to merge.

Show all duplicate pairs before merging anything.

Step 3 — Scan for unfilled required fields

1. Check all open deals for unfilled fields: close date, amount, deal stage, associated contact, next step/notes.
2. Check the contacts associated with open deals for empty fields: email, company, phone.
3. Show a table of records with empty fields and what is missing.

Step 4 — Apply approved edits

1. Go through each finding from Steps 1–3.
2. Apply only the changes that the owner has explicitly approved.
3. Report each change as it is made, with a reference to the record in the CRM.

Connector failures

If ~~crm is unavailable, stop — this command needs the CRM as its data source. Tell the owner: "CRM is not connected. Connect it in Cowork settings (or export deals and contacts to CSV), then restart /crm-cleanup".

Approval gates

• Never delete records. Neither contacts, nor deals, nor activities. If the owner asks — say that the skill does not do this, and direct them to the CRM.
• Never change the deal stage or close a deal without explicit approval. Even if the evidence is strong. Flag it and set it aside.
• Never merge duplicate contacts automatically. Show the records side by side and wait for approval for each pair.
• Side-by-side diff for all changes. Show the current value and the proposed one; wait for approval for each item.

Output

Finish with a summary: X deals updated, Y contacts merged, Z fields filled. Add links to the affected records.